Nancy Hoyos
Associate Financial Planner
- Location
- Minneapolis, Minnesota (Greater Minneapolis-St. Paul Area)
- Industry
- Financial Services
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Nancy Hoyos's Overview
- Current
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- Associate Financial Planner at Stiles Financial Services, Inc.
- Past
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- Insurance & Financial Services Representative at State Farm Insurance
- Insurance & Financial Services Representative at State Farm Insurance
- Owner/Independent Agent at State Farm Insurance
- Manager at Maria's Café Inc
- Owner at N&J, Inc
- Manager/ Owner at Wine & Liquor Corp
- Office Manager/Dental Assistant at Prime Care Dental
- Education
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- University of Saint Thomas
- Nassau Community College
- Recommendations
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1 person has recommended Nancy
- Websites
Nancy Hoyos's Summary
I grew up in a family of entrepreneurs. This upbringing has allowed me to develop a strong work ethic and the knowlegde of the multiple facets of what it takes to run your own business. This experience joined with my licensing in Auto, Property, Business, Health, Life Insurance and Financial Services, gives me the opportunity to better serve my clients.
Our goal is to develop long-term relationships with our clients. Successful financial planning does not belong in a “one-size-fits-all” package. Every individual is unique, and financial plans are equally unique. We start the journey by taking the time to listen and to understand each of our clients personally. Together, we carefully chart a course for financial success carefully considering and mitigating risk. We believe in using prudent investment strategies and we are dedicated to helping our clients navigate through life’s changes both planned and unexpected.
Specialties
Life & Health Insurance
Business Management
Marketing
Networking and Community Involvement
Employee benefits
Payroll
Fluent in Spanish
Nancy Hoyos's Experience
Associate Financial Planner
Stiles Financial Services, Inc.
June 2011 – Present (9 months)
Stiles Financial Services, Inc. is an independent financial services, asset management, consulting and advisory firm located in Edina, Minnesota. As independent financial professionals, we are investment neutral giving us the freedom to provide unbiased guidance and insight to our clients. We work with individuals at all stages of the financial planning process. We identify realistic goals, provide counsel on appropriate products and tools, manage investments, track results and successfully plan and organize the financial lives of our clients. Effective plans are designed to be flexible and personal. Our plans are monitored closely, particularly when major life transitions occur, such as births, retirement, job changes, death, divorce, marriage, college, and household relocation.
Owner/Independent Agent
State Farm Insurance
December 2007 – October 2010 (2 years 11 months)
Individual and business insurance presentations.
Financial services sales.
Insurance claims reporting.
Life insurance sales.
Hennepin County Notary Public.
Industry leader in the Hispanic community.
Trained and hired staff.
Nancy Hoyos's Languages
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English
(Native or bilingual proficiency) -
Spanish
(Native or bilingual proficiency)
Nancy Hoyos's Education
University of Saint Thomas
2000 – 2002
Traveled to Ecuador and volunteered with "The Working Boys Center" located in Quito with 9 other students.
Activities and Societies: VISION (Volunteers In Service Internationally Or Nationally)
Nassau Community College
AAS, Lib. Arts
1996 – 1999
Walked for "Women against domestic violence", "Big Sister" Program,
Activities and Societies: Lambda Pi Upsilon
Nancy Hoyos's Additional Information
- Websites:
- Interests:
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Helping families and business's recover from the unexpected & prepare for the future.
- Groups and Associations:
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Contact Nancy for:
- career opportunities
- job inquiries
- expertise requests
- reference requests
- getting back in touch
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